Retirement
Retirement planning has never been more exciting! People are living longer because they are healthier however as a consequence of this you will need to build a larger fund to sustain you through retirement. Putting it simply, the size of your retirement fund is affected by four things, time, performance, charges and how much money you put into it!
You can establish a retirement fund without any restrictions as to when you can access your monies. We can calculate how much you need to save and where best to save it, the sooner you start, the better!
UK expats now have a unique opportunity to transfer the value of any "frozen" UK pension offshore and access their monies if they wish. Since "A Day" 6th April 2006 it has been possible to transfer the value of any "frozen" UK pension to Her Majesty's Revenue and Customs (HMRC) Approved Overseas Schemes know as Qualifying Recognised Overseas Pension Schemes (QROPS). These schemes give expats (and UK citizens who wish to retire abroad), the opportunity to transfer their UK pensions offshore and draw their pensions tax free.